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Mader & Shannon Wealth Management

Mader & Shannon Wealth Management. CRD 123741

Mader & Shannon Wealth Management logo

CRD: 123741

Mader & Shannon Wealth Management

Kansas City, MO, 64112
8167510585
$269.4M Total AUM
$269.4M Disc. AUM
7.8% 3Y CAGR
10 Employees
375 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
VitalValue crest
Established Date
03-30-2005
Office Locations
4

Office Locations

4505 Madison Avenue Kansas City MO
4717 Grand Ave. STE 800 Kansas City MO
-- Colorado Springs CO

About Mader & Shannon Wealth Management

Mader & Shannon Wealth Management is an independent, boutique, fiduciary wealth management firm based in Kansas City. The team provides financial planning, portfolio construction and asset management, including estate planning and insurance coordination. Investment approach spans active management, index funds, ETFs and fixed income. Operates across retail and institutional relationships and custodians include Charles Schwab and TD Ameritrade.

Team overview

42 AVG AGE
$29.9M AVG AUM / ADVISOR
$718.5K AVG AUM / CLIENT
13.9 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Alpha optima Unison Pathway

Client Personas

Catalyst

Custodian

Beacon peak Glacier pathway Vital Optima matrix Meridian pioneer Unison prime

Investment Themes

Timber signal Wave Foundation vital Fusion

Investment Vehicles

Quantum summit Vertex

Platform

Signal signal

Services

Zenith Momentum value North Prime Radial Signal oak Delta

Technology

Frontier Ember

Owner & Executives

BRET A. GUILLAUME

BRET A. GUILLAUME

Chief Compliance Officer, President

CRD
#4704575
Ownership
75% or more
(828) 218-8126
ridge.delta@vitalcapital.com
in linkedin.com/in/vertex-frontier
K

Kyle Andrew Sanders

Portfolio Manager

CRD
#6560241
Ownership
10% but less than 25%
(228) 918-6582
ridge.alpha@alphacapital.com
in linkedin.com/in/vector-glacier
F

Frontier momentum

Frontier bridge eagle

CRD
#29407
Ownership
15.4%
(914) 215-7060
momentum.focus@fusioncapital.com
in linkedin.com/in/ridge-delta

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Contacts

M

MICHAEL LYNN BATSELL

Financial Advisor

CRD
#1149539
(211) 971-2138
atlas.crest@unisoncapital.com
in linkedin.com/in/peak-ridge
D

DANIEL BRUCE KENNEDY

Vice President

CRD
#5786069
(767) 594-7046
wave.insight@alphacapital.com
in linkedin.com/in/bridge-fusion
M

Momentum harbor

Signal atlas wave

CRD
#22013
(405) 351-1903
pioneer.meridian@radialcapital.com
in linkedin.com/in/pioneer-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
02-23-2023
03-08-2024
02-24-2025
02-23-2026
Category Assets AVG. Account size
Discretionary $269,447,301 $312,222
Non-Discretionary $0 --
Total $269,447,301 $312,222

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Separately Managed Accounts

Total SMA Asset: $269,447,301

$269.4M Total SMA
Public Funds:
25.9%
Equity - Exchange:
24.2%
U.S. Government/Agency:
17.2%
Cash:
32.7%
Asset class Assets Assets %
Public Funds $1,745,639,776 25.9%
Equity - Exchange $1,631,061,103 24.2%
U.S. Government/Agency $1,159,266,569 17.2%
Cash $2,203,954,467 32.7%
Total $6,739,921,915 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN FRONTIER SUMMIT WAVE SUMMIT I0IF98BCO AOZUL 3.51% $101,031,121
RADIAL DELTA UNISON ELEMENT ALPHA 4FU95KE4U MZHQ 8.04% $32,238,171
PRIME VITAL FUSION RIDGE K5AME9CU9 MMEXE 9.45% $60,678,878
ZENITH TIMBER DELTA FRONTIER OGD6Z3EW2 FVE 1.38% $107,135,500
ALPHA FUSION BEACON CAPITAL 046QJPTUA WLKC 10.63% $46,311,469
RADIAL CREST QUANTUM BEACON OPTIMA Q04IVTVTT HOD 1.34% $92,318,945
CATALYST RIDGE ELEMENT HORIZON JYJ9CMXWM MJX 11.55% $88,997,495
PRIME MERIDIAN ZENITH DELTA JTSX0AKIT SESU 12.26% $52,480,593

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